Is only Federal free this time around? Last year state was included as well, but looking at the pricing page, it just says "Free Federal". I can't remeber if this is what it said last year too, but was wondering if anyone had the details.

No, only the last few years. I got discounts, but nothing like this deal. It's great that I can go to the website and get all my tax info.

cameron2003

Senior Member - 3K

posted: Dec. 17, 2010 @ 8:38a

So I would need to open a bank account to get this for free? What is the value? $75 or so?

kb2120

Thrifty Member

posted: Dec. 17, 2010 @ 1:52p

I just put $100 in a savings account and let it sit there. Been getting free Turbo Tax for 4 years on that.

cameron2003

Senior Member - 3K

posted: Dec. 17, 2010 @ 11:29p

kb2120 said: I just put $100 in a savings account and let it sit there. Been getting free Turbo Tax for 4 years on that.

What about the $3 minimum balance fee, from their website:

Minimum Balance Fees Except for HSAs, the following minimum balance fees will be imposed monthly if the account has no direct deposits via an Automated Clearing House (ACH) credit and the average daily balance during the statement cycle falls below the minimum listed for the account:

*Minimum Balance Fee will be waived for Consumer Accounts if the account receives a direct deposit via an Automated Clearing House (ACH) credit during the statement cycle.

olegos

Senior Member

posted: Dec. 18, 2010 @ 2:27p

cameron2003 said: kb2120 said: I just put $100 in a savings account and let it sit there. Been getting free Turbo Tax for 4 years on that.

What about the $3 minimum balance fee, from their website:

Minimum Balance Fees Except for HSAs, the following minimum balance fees will be imposed monthly if the account has no direct deposits via an Automated Clearing House (ACH) credit and the average daily balance during the statement cycle falls below the minimum listed for the account:

*Minimum Balance Fee will be waived for Consumer Accounts if the account receives a direct deposit via an Automated Clearing House (ACH) credit during the statement cycle.Read that again. It should not be called simply "minimum balance" but "balance required to avoid monthly fee". But that first paragraph you quoted makes it clear what they mean. (It is unclear what happens if you're under 18 though.)

vickh

Senior Member - 6K

posted: Dec. 19, 2010 @ 5:22p

is it possible to use this by having their credit card??

dmlavigne1

Senior Member - 1K

posted: Dec. 19, 2010 @ 7:02p

kb2120 said: I just put $100 in a savings account and let it sit there. Been getting free Turbo Tax for 4 years on that.

Best returning $100 you can have!

budster

Senior Member

posted: Dec. 20, 2010 @ 5:31p

About this "Offer limited to first 25,000 that Register to use TurboTax Online", how does one register to make sure you're included in the 25,000 limit? I just clicked on the TurboTax link after logging into my state farm account, then afterwards, logged into TurboTax. Hope that counts as registering.

Neidman

Senior Member

posted: Dec. 21, 2010 @ 5:41a

vickh said: is it possible to use this by having their credit card??

Yes

Kaparosky

Dismembered Member

posted: Dec. 21, 2010 @ 11:34p

Where do you see the link for Turbo Tax after login. I am not able to seeegist Once I login to account. Can someone provide step by step process to register.

A State Farm Bank account or credit card should qualify you for this deal. I have the credit card. I received the email notifying me TT is available. However, I go in the same circle as you described: the link does not show up in my account. There should be a link to the Turbo Tax web site that offers the discounts. I seem to recall the same problem last year. I had to make a couple of calls to fix it.

Edit 1/11: turns out they canceled my credit card for non-use, even though it still shows active in my account. Got another card and as soon as I set it up for online access the TT link showed up.

lial

Senior Member

posted: Dec. 28, 2010 @ 2:08p

I've recently applied for the savings acct. It has been verified and funded. I've also registered it online, however, I still can't see the "link" to TurboTax. I go through the loop thing that people have referred to after "searching" for TurboTax/logging in.

I'm on the phone with a banking rep to see if this can be fixed. The person I'm speaking with can't seem to figure it out. Anyone have any personal experience with this process?

krk77

Senior Member

posted: Dec. 28, 2010 @ 2:28p

does statefarm bank do Hard pull for savings account?

lial

Senior Member

posted: Dec. 30, 2010 @ 9:20a

lial said: I've recently applied for the savings acct. It has been verified and funded. I've also registered it online, however, I still can't see the "link" to TurboTax. I go through the loop thing that people have referred to after "searching" for TurboTax/logging in.

I'm on the phone with a banking rep to see if this can be fixed. The person I'm speaking with can't seem to figure it out. Anyone have any personal experience with this process?

The rep recommended that I wait. so i did. They didn't put in any ticket/request to the IT people.

The link appeared 48 hours later.

Thoreau

Senior Member

posted: Dec. 30, 2010 @ 11:02a

Once you are on the TurboTax page, you can click on the Download tab and download the Basic TurboTax version for free, Deluxe for $20, Premier for $30 or Home & Business for $40. I prefer the downloaded versions of the software to the web-based versions. Thanks State Farm Bank!

pladaroller

Thrifty Member

posted: Jan. 5, 2011 @ 7:08p

How to fulfill "registration" provision. This is the key.

1. Log into your TurboTax account after you have gone through the State Farm link that tejalajmera posted. (If you used the TurboTax software last year, it will ask you if you want to import last years info...yes)

2. Go to the "Print & File" tab which is the last tab at the top of the 2010 return that is started.

3. Click on "print/save for your records" & enter your information. (name, address, phone #, email, etc.)You should see the following: Enter Your Registration Information You don't have to pay to use TurboTax Online - Deluxe, but you must provide registration information before you can print your return.

4. Hit "submit/continue" at bottom rightYou should see: TurboTax Registration Complete. Select Continue to File My Return and we'll walk you through the final steps.

5. You are now Registered and can now log out to complete your taxes another day or at the final hour.

***Please note that simply logging into your TurboTax account via the State Farm link does NOT register you...

I hope this helps!

pladaroller

Thrifty Member

posted: Jan. 5, 2011 @ 7:40p

Also, if you want to check that you are truly registered:

1. Click "Home" tab in TurboTax. (Log in to TurboTax if not logged in already.)2. Click "view your order summary" under the "We can help you...." area.3. You will see

Been using this for 3 years now. I have earned like 30 cents in interest from State Farm. =P

It's awesome that it automatically has all your old information in there! Thanks for the reminder OP.

shelcan

New Member

posted: Jan. 8, 2011 @ 9:21a

I just signed up for a SF bank account a few days ago and was having the same problem with the link not showing up. I called State Farm bank several times and they did not have any information on why the link was not showing up. But, like "lial" stated, after 2 days the link showed up, so I asume it is something they have set up automatically in their computer system that runs overnight and adds the link after the account is active for 2 days.On the question whether state is included, I signed up for TT deluxe online and saw that it lists state for free including free e-file (for one state return). I called Intuit and they verified that TT deluxe online does include state for free with 1 free state e-file.

Thank-you to "pladaroller" for the excellent instructions on how to make sure you are registered!

I'm guessing this doesn't work with insurance products? Not showing up free even after following the steps above.

fulbuyer

Addicted Member

posted: Jan. 8, 2011 @ 7:13p

noodlz said: I'm guessing this doesn't work with insurance products? Not showing up free even after following the steps above.

Correct, I've had SF insurance for 20 plus year and still had to get a SF Bank account. Worth every penny!

Bruzer

Senior Member

posted: Jan. 15, 2011 @ 12:27a

I applied for the State Farm "Good Neighbor" VISA card. It arrived today and I was able to immediately register online with State Farm. As soon as I logged in, the link to the TurboTax portal was available. I decided to get the download version of TT Deluxe for $20.

Skipping 30 Messages...

pladaroller

Thrifty Member

posted: Mar. 26, 2011 @ 2:01a

Glad we all registered early!

From State Farm's site 3-25-11:Thanks for your interest in our free TurboTax offer for State Farm Bank Customers. We have reached our limit of 25,000.

If you have already registered for the free offer, but have not yet filed your taxes please continue at TurboTax.com.

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